Collins Permian (J. Patrick Collins Family Office)

Institutional investor. based in Dallas, TX United States. LP type: Family Office. Asset class focus: Private Equity, Real Estate. Geographic focus: Global, North America. Sectors: office, senior_living. Active real asset investor

Collins Permian is a single-family office structured as a Texas limited partnership. Founded in 2017 by J. Patrick Collins and headquartered in Dallas, the office is led by founder/CEO J. Patrick Collins with John Talbott serving as Chief Investment Officer. Capital is deployed primarily through direct asset ownership and operating-company relationships rather than through marketed funds or external limited partners. Holdings concentrate on upstream energy and real assets: working interests and mineral rights across the Permian Basin plus shale leaseholds in the Barnett and Marcellus basins, together with commercial real estate in Dallas. The office also maintains early-stage crypto allocations, including positions in DeFi and restaking protocols. Geographic exposure centers on Texas with additional positions extending into Pennsylvania and West Virginia. The firm’s distinctive profile pairs legacy Permian mineral and upstream exposure with direct, local commercial real estate holdings and selective allocations to early-stage crypto and operating companies.

Institutional investor. based in Coral Gables, FL United States. LP type: Family Office. Asset class focus: Fund of Funds, Public Equity. Geographic focus: Global. Sectors: office, senior_living. Active real asset investor

Perot Family Office, based in Dallas, Texas, is a family investment firm that aligns with business owners to provide long-term capital and strategic support. With a legacy tied to the Perot family, known for their entrepreneurial success, the firm engages in diverse public and private investments across capital structures and company life cycles.

PermCap Investment Office is a Charleston, South Carolina-based multi-family office, registered investment advisor, and outsourced CIO platform. Established in 2011, the firm invests and manages the wealth of multi-generational high-net-worth families, endowments, foundations, faith-based institutions, and other institutional clients. The family office presence is based in Charleston, but the firm is headquartered in New York City, with an additional office located in Solana Beach, California. Since inception, PermCap has served as the dedicated family office to investor Joe Steinberg, while expanding into a broader multi-client platform. The firm delivers personalized services, including investment management, co-investment coordination, consolidated reporting, tax coordination, property management, family governance, and succession planning. PermCap engages independent managers through sub-advisory agreements, conducting rigorous manager research, due diligence, and ongoing monitoring, providing their clients with transparency. PermCap's asset class focus spans global public equities, fixed income, commingled funds, hedge funds, private market strategies, pooled investment vehicles, and other alternative investments implemented through an OCIO model. The firm constructs customized portfolios aligned with client-specific investment policy statements, risk tolerances, and liquidity needs. While the firm supports clients executing direct investments, including real estate and operating business acquisitions, it primarily acts as fiduciary overseer and external manager selector rather than a principal direct private equity sponsor. Geographic exposure is global, reflecting the needs of U.S.-based families and institutions investing across domestic and international markets. As a multi-family office and institutional allocator, PermCap emphasizes portfolio diversification, disciplined risk management, capital preservation and long-term compounding for intergenerational wealth transfer.

Pulliam Family Office is a Crested Butte, Colorado-based multi-family office. Established in 2019, the firm manages the wealth of dozens of U.S.-based ultra-high-net-worth families and individuals. The family office provides a variety of services for their clients, including investment management, wealth planning, financial planning, tax coordination, risk management, and charitable consulting. Pulliam Family Office positions itself as an integrator of a family office ecosystem, working in close coordination with clients' existing attorneys, CPAs, trustees, insurance brokers, and investment professionals. Pulliam Family Office's investment strategy is centered around "Safety, Market, and Aspirational" buckets, investing across classes including tax-efficient public equities, fixed income, bonds, and selective private investments. The firm appears to allocate capital through a blend of external managers, funds, SMAs, and curated private investments. Geographic exposure is primarily U.S.-centric, reflecting the domestic focus of its client base. With a lean internal team supported by a broad network of external specialists, Pulliam Family Office is best characterized as a planning-centric, relationship-driven multi-family office focused on long-term legacy planning, business transition, intergenerational wealth transfer, and coordinated execution for sophisticated U.S. families.